See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,575 | $198,466-88.1% | $170,442-86.2% | $147,584-84.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 23.46% | 257.29%-233.8pp | 205.93%-182.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $2,223 | $6,184-64.1% | $5,433-59.1% | $4,876-54.4% |
| Participant deferral / active EE | $4,756 | $5,629-15.5% | $4,939-3.7% | $5,439-12.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |